WWM
ARTY

WT Wealth Management’s iShares Future AI & Tech ETF ARTY Stock Holding History

WT Wealth Management’s Portfolio ARTY Stock Details ARTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-88,378
Closed -$2.92M – 119
2023
Q2 		$2.92M Buy
+88,378
New +$2.71M 1.21% 20

Other funds holding ARTY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WT Wealth Management's ARTY Position: Q3 2023 in Review

WT Wealth Management sold out of iShares Future AI & Tech ETF (ARTY) in Q3 2023, closing a stake of 88,378 shares — an estimated $2.92M sold.

WT Wealth Management first reported a position in ARTY in Q2 2023 and held it in 1 quarter. The position peaked at $2.92M in Q2 2023. 123 funds tracked by Wall St. Rank hold ARTY as of Q3 2023.

  • WT Wealth Management reported no remaining iShares Future AI & Tech ETF position as of Q3 2023 after selling out during the quarter.
  • WT Wealth Management sold 88,378 iShares Future AI & Tech ETF shares in Q3 2023, an estimated $2.92M.
  • WT Wealth Management first reported a position in iShares Future AI & Tech ETF in Q2 2023 and held it in 1 quarter.
  • WT Wealth Management's iShares Future AI & Tech ETF position peaked at $2.92M in Q2 2023.
  • 123 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q3 2023.

Based on WT Wealth Management's 13F filing for Q3 2023, filed 4 Dec 2023.